Suggest agents to assign to a work order task

Quickly sort a list of the best agents to assign a work order task based on the criteria that you choose from.

Before you begin

Role required: wm_dispatcher

Dynamic Scheduling must be enabled in order to use Assignment assistance. For more information see, Configuring Dynamic Scheduling.

Procedure

1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
2. Select Dispatcher Workspace.
3. In the task panel, select the More Actions icon .
4. Select Assignment assistance.
5. Optional: Sort the agent list based on the criteria that you want.

   Table 1. Assignment assistance sorting options

   Sort option	Description
   Best Match	Best match is the default sorting method. Match percentage is calculated the same way that Dynamic Scheduling calculates agents to assign tasks to. For more information, see Matching criteria for assigning tasks.
   Distance	Sorts agents based on how far each agent is from the work order task.
   Skills	Sorts agents based on the number of required skills that each agent has. Agents with more skills are at the top.
   Parts	Sorts agents based on how many required parts each agent has. Agents with the most parts to complete the task are at the top.
   Earliest start time	Sorts agents based on how quickly they can start the work order task.
   Earliest end time	Sorts agents based on how quickly they can complete the work order task.

6. Select the agent for which you want to assign the work order task.
7. Select Save.